As the hard lockdown begins to soften a bit, we peer into an uncertain future and ponder what will happen next. Many of us crave guidance to help us along the road ahead. Scenario planner Clem Sunter thinks we’re about to walk a tightrope, a very wobbly tightrope on which we need to remain upright at all costs. Sunter shares four scenarios about what life will be like as we lift Covid-19 lockdown.
News & Opinions
Market & The Economy
No Need For More Economic Plans, Mr President. It’s Time For Action.
A New Economy will emerge in the wake of the Covid-19 pandemic, President Ramaphosa has promised the nation. It’s kick-start is a R500 billion relief package to save jobs, businesses and prevent large-scale starvation. But what should happen next? Cutting through the...
See the bird with a leaf in her mouth
Confined to their homes during the three-week COVID-19 lockdown, many investors will become concerned, maybe even frantic, about their investments amid all the market turmoil and uncertainty. So, what should you do? There are many, many questions currently circulating. Here are a few that we have collated and answered with our thoughts and opinions.
Talking Clients off the Ledge: Important Client Conversations
Many South Africans are becoming nervous at the prospect of a possible downgrade. After enduring five years of modest returns on the South Africa market, some are starting to believe that now is the time to act. We came across a piece by two financial planning experts in the US who are discussing “talking clients off the ledge.”
Teetering on the brink of a credit downgrade
Chances are we’ll all be able to relax over the festive season without Moody’s joining the other ratings agencies by reducing South Africa to sub-investment grade. But come 2020, the single horsehair suspending that Damoclean sword over us will seem more fragile than ever. So what’s going to happen? Global investment adviser Fundhouse has produced a penetrative analysis we’d like to share with you.
Active or passive? Thinking through what’s best for you
Waves of change are driving down investment fees in the asset management industry, creating hot debate over what’s best for you, the investor. Is it low-cost index-tracking or actively managed ones? In an article published recently in Business Day, Veritas Wealth founder Barry O’Mahony sizes up what’s going on and what it means to you.